Логистика, транспорт и Транскаспийский маршрут из 44 международных источников. Каждую статью читает ИИ: переводит на русский и оценивает влияние на Средний коридор по шкале от 0 до 10.
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Key takeaway: RXO is forecast to earn about 2 cents of Ebitda on each dollar of revenue this year against about 6 cents at CH Robinson, and the $300m of cost synergies – net savings from combining the two freight brokers – management is targeting would more than close the difference. Shareholders are weighing the payo…
Teu-mile demand growth has regressed for the first time since January, reflecting a combination of blanked sailings by major carriers during China’s Golden Week, increased newbuild vessel deliveries, and more ships returning to the Suez Canal on Asia-Europe routes. According to container shipping consultancy Linerlyti…
PRESS RELEASE Evri Group accelerates international growth strategy with acquisition of Cross Border Connect Oct 05, 2026 – Evri Group's international business is growing and investing for the future – The Cross Border Connect (CBC) acquisition strengthens Evri's presence and capabilities on the fast-growing UK-US eCom…
Blockbuster tie-up on the cards here: CH Robinson has agreed to buy RXO in a deal with an “implied value” of $5.8bn, with shareholders pocketing a healthy 29% premium in the process. Combining CH Robinson’s global forwarding and multimodal network with RXO’s North American truck brokerage operation and expedited and l…
The price gap between container spot rates from Asia to North America and those to Europe has reached historic levels, with Sea-Intelligence warning that the current arbitrage could persist for several months. According to the latest analysis from the consultancy, Asia-US spot rates continue to rise, while Asia-Europe…
Welcome to Q4 and the wonderful month of October. If you are on the carrier side that certainly is the case, for example Hapag Lloyd just raised its earnings outlook – a little bump that tells you that this industry is truly no longer about strategy and execution, but merely about luck. So those "geopolitical challeng…
Growing congestion along the Trans-China and Trans-Siberian railways, linking China and Russia, has boosted South Korea-Russia container volumes, encouraging shipping lines to consider deploying larger vessels this month. In August, more than 33,000 teu was transported from Busan to ports in Russia's far east, such as…
Customs brokers and hauliers are expected to voluntarily stop work today in advance of a three-day trucking strike in Manila, as a year-long standoff on carriers failing to remove their empties reaches its limit – Hapag-Lloyd having suspended bookings amid the chaos. Warning the protest could “last a week”, Reynaldo S…
PRESS RELEASE C.H. Robinson to Acquire RXO, Redefining the Future of Third-Party Logistics While Unlocking Significant Shareholder Value October 5, 2026 Expected to generate $300 million of net run-rate cost synergies within two years post-close by utilizing C.H. Robinson’s proven Lean AI operating model to enhance pr…
In case you missed it: two Norfolk Southern derailments in Alabama on 1 October began with road vehicles at crossings, and because nothing toxic leaked, almost nobody outside the state noticed. The grade crossing liability bill is another matter, because the federal insurance floor for the truck has not moved since 19…
Recap: on September 23, six family-owned trucking companies filed a RICO complaint (here's my previous analysis) against CH Robinson and Total Quality Logistics in the Eastern District of Texas. Among them were Stevens Trucking, Western Flyer Express and Freymiller. The complaint alleges wire fraud, forced labor and a…
One battle doesn’t win a war, but just getting to a stage where South Africa’s port system can now be reformed is an achievement by itself. The decision of South Africa’s government to formally endorse the separation of Transnet National Port Authority (TNPA), the country’s de facto port landlord, from the Transnet ra…
A huge rise in Colombia's ecommerce imports are putting pressure on inbound air cargo capacity, with airlines and operators reporting thousands of tonnes arriving each week and demand for space continuing to grow. “Colombia is absolutely booming,” said one airfreight wholesaler that specialises in perishables. “It’s i…
More often than not, a forwarder closes a clean month and still watches the margins come in light. Most forwarders already know where it went: into the charges that were never recovered and the costs that were never meant to happen. A demurrage charge that was never passed on to the customer. A haulier dispatched befo…
Colombo’s increasing popularity as a transhipment hub is heaping cost pressure onto forwarders and shippers on the India-US tradelane, the Sri Lankan gateway’s newfound revenue stream having provoked a worsening tide of congestion. Recognising India is facing its own congestion issues, particularly at Mundra and Nhava…
Maersk has lost both its partners on Asia–East Coast South America in three months, and what looks like a local reshuffle is the alliance map redrawing on a trade the alliances never formally covered. In September, Zim quit Maersk's ASAS loop to launch the AS3/ZFS with Hapag-Lloyd; yesterday, Maersk and CMA CGM said t…
The beginning of China’s Golden Week national holiday yesterday appears to have coincided with a plateauing of the strong pricing peak that persisted on the transpacific trades throughout September. “Spot rates from Far East to the US ticked up again on 1 October, but we can say with a level of confidence that the mar…
Flydubai has had an interesting week – but the drama on the Tel Aviv flight rather overshadowed its launch of a freighter service in a bid to catch growing demand for ecommerce, specialised shipments and regional trade ill-served by narrowbody belly capacity. Yesterday, the airline introduced three B737-800 freighters…
Later this month, finance ministers from APEC's 21 member economies meet in Hong Kong, the first time the city has hosted the gathering. On their table is a digital infrastructure financing initiative, prepared with the Asian Infrastructure Investment Bank (AIIB), aimed at funding gaps in broadband, cloud computing an…
Athens provided the backdrop for Aviation Connect 2026 this week, with sunshine, warm temperatures, and the occasional rain shower – a fittingly changeable setting for an event that had plenty going on. The Tuesday-to-Thursday event spread delegates across a collection of rooms and tracks covering pharma, GSSAs, air c…
Hapag-Lloyd duly raised its 2026 profit guidance this week – a palatable appetiser before Mærsk, its partner in the Gemini shipping alliance, does the same (again) in a month's time? Those in the bull camp think so. The Danish carrier, which reports third-quarter results on 5 November, is forecast to disclose quarterl…
CMA CGM announced today that it has completed its $1.4bn takeover of FedEx’s contract logistics business, FedEx Supply Chain, which is set to be folded into the shipping line’s contract logistics arm Ceva. The deal will see Ceva’s North American footprint almost treble in size, according to CMA CGM, with the addition …
October will see almost all global ocean carriers make a tentative return to Suez transits on Asia-Europe sailings, after revised pro forma shipping schedules show the Premier Alliance is set to send one of its vessels on the route through the Red Sea and Egyptian waterway. The schedule of the 8,100 teu One Continuity…
In a move that could be a blow to air cargo booking platforms, WiseTech Global expects more forwarders to book airfreight directly within CargoWise, as it expands its airline connections and opens the platform to general sales and service agents. ATC Aviation Services, part of World Freight Company (WFC), has become t…
Thai Airways has landed something of a reprieve from an embargo on cargo services, after concerns over the country’s export sector prompted last-minute government intervention to tackle major labour and equipment shortages provoked by widespread flooding late last week. Having, on Tuesday, announced a six-day suspensi…
Wenzhou’s launch of a direct container shipping service to West Africa highlights a broader transformation under way across China’s port network, as improved infrastructure and rising demand from inland manufacturing industries blur the traditional distinction between river and sea ports. Situated in Zhejiang province…
I have talked to quite a few investors and trade sources in recent weeks, looking for consensus about DSV's existential crisis as well as Kuehne + Nagel's temporary rebound on the stock market and leadership, or lack thereof in the post-KMK world. Reality With that in mind. "Am I going to pay 25x forward earnings for …
US consumers will spend 6.7% more online this shopping season than last year, as the mix of goods shifts and the share of internet purchases increases – partly thanks to AI. However, one industry expert does not expect a significant increase in parcel volume, nor serious delivery bottlenecks. Despite inflation, US con…
Airfreight is becoming an increasingly important contingency option for shippers, but new rules on direct air waybills could cause complexity, according to Global Shippers Forum director James Hookham. At Aviation Connect in Athens this week, Mr Hookham said air had traditionally been regarded as “Plan B”, but since C…
The closure of the Hormuz Straits, now approaching its eighth month, has been predicted to lead to the permanent loss transhipment traffic for the Gulf’s two largest container facilities, Jebel Ali and Khalifa. Prior to the outbreak of the US-Israel-Iran conflict, the two UAE ports were a favoured waypoint for relay t…